XML Financial’s American Tower AMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$528K Buy
2,388
+855
+56% +$189K 0.05% 236
2025
Q1
$334K Sell
1,533
-355
-19% -$77.2K 0.03% 273
2024
Q4
$346K Buy
1,888
+52
+3% +$9.54K 0.03% 276
2024
Q3
$427K Buy
1,836
+184
+11% +$42.8K 0.04% 250
2024
Q2
$321K Buy
1,652
+214
+15% +$41.6K 0.03% 267
2024
Q1
$284K Buy
1,438
+199
+16% +$39.3K 0.03% 284
2023
Q4
$267K Buy
+1,239
New +$267K 0.03% 277
2023
Q3
Sell
-1,053
Closed -$204K 319
2023
Q2
$204K Buy
+1,053
New +$204K 0.02% 320